portrait of Kim Plzak

About Kim

I believe it's important to invest my time in understanding what you are working towards before you invest your money. It is also important to determine the level of risk you're comfortable accepting so we can balance it with the steps necessary to reach your financial goals. Working closely with you, your CPA, attorney and other professionals, I can provide a comprehensive service to you and your family. As your financial advisor, I am here to partner with you through all the stages of your life, to make adjustments to your strategies where appropriate and to help keep you on...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Adrian CollegeBachelor of Arts

Personal Interests

  • Traveling
  • Gardening
  • Hiking
  • Genealogy
  • Spending Time with Family

Team Members

  • Jaclyn Vartorella
    Branch Office Administrator
    FPQP®
  • Jess Milano
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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